We are live on ! Find out more
TER icon

Teradyne

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
626
Mark Sheptoff Financial Planning
Connecticut
$5.38K – – –
AWM
627
AllSquare Wealth Management
New York
$5.38K +$5.11K +50 New
TJHA
628
Thomas J. Herzfeld Advisors
Florida
$5.27K – – –
EARNEST Partners
629
EARNEST Partners
Georgia
$4.73K – – –
BWP
630
Baldwin Wealth Partners
Massachusetts
$4.41K – – –
SIS
631
Sound Income Strategies
Florida
$4.3K – – –
NSG
632
Nalls Sherbakoff Group
Tennessee
$3.92K +$3.68K +36 New
OCM
633
Orion Capital Management
California
$3.87K – – –
PO
634
Private Ocean
California
$3.79K +$3.58K +35 New
CIA
635
Cape Investment Advisory
Georgia
$3.76K +$3.58K +35 New
AWM
636
Abound Wealth Management
Tennessee
$3.33K +$2.86K +28 +933%
SIC
637
SJS Investment Consulting
Ohio
$3.23K +$716 +7 +30%
SCA
638
Stuart Chaussee & Associates
California
$3.23K – – –
HFM
639
Hartford Financial Management
Connecticut
$3.12K – – –
RWM
640
Raffa Wealth Management
District of Columbia
$3.01K – – –
MTIC
641
Missouri Trust & Investment Company
Missouri
$2.9K – – –
DI
642
Disciplined Investments
Oklahoma
$2.79K +$818 +8 +44%
GI
643
Gradient Investments
Minnesota
$2.79K +$2.66K +26 New
SSC
644
Syverson Strege & Co
Iowa
$2.47K +$2.35K +23 New
CFGS
645
Concourse Financial Group Securities
Alabama
$2.15K +$205 +2 +11%
VCM
646
Vigilant Capital Management
Maine
$2K – – –
FMP
647
Financial Management Professionals
Texas
$2K +$307 +3 +17%
SS
648
Sunbelt Securities
Texas
$1.94K +$1.84K +18 New
BCH
649
Berkshire Capital Holdings
California
$1.07K – – –
NC
650
NewSquare Capital
Pennsylvania
$1.07K – – –